Compare · 2 funds side by side · dividends reinvested

SEIM and SPY

SEIMSEI×SPYSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,099SPY · best of the two

02 / 04

SEIM and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.03%+8.3%+9.7%+22.0%+11.3%−8.9%13.6%$805B1.4

SEI QiM U.S. Large Cap Momentum Active ETFLow-Cost Core · US large cap0.15%0.63%+10.5%+10.7%+28.3%[…]−10.3%19.5%$1.5B1.6

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: SEIM 2022 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

SEI QiM U.S. Large Cap Momentum Active ETF · $1.5B[…]

SEIM

SPY

State Street SPDR S&P 500 ETF · $805B$17,099

$10,000 five years ago, dividends reinvested · they hold 26.7% in common

SEIMMeasureSPY

+10.5%Year to dateJan 1 → Nov 5+8.3%

+10.7%1 yearTotal return+9.7%

+28.3%3 years · per year$10,000 became $21,125 · $18,174+22.0%

[…]5 years · per year$10,000 became […] · $17,099+11.3%

0.15%Expense ratio$15 · $9 a year on $10k · lower is better0.09%

0.63%Trailing 12-mo yield$63 · $103 a year on $10k1.03%

−10.3%Worst dropSmaller is better−8.9%

19.5%VolatilityLower is calmer13.6%

SEIMSPY Winner of the row, in its colourEach row: the bigger of the two fills its side

3–4SPY wins

End-of-day Nov 5, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

SEIM vs SPY: Top 5 Holdings

Today

SEIM

22.6%in top 5

SPY

in top 527.7%

SEIMStockSPY

3.9%AAPL7.7%

6.1%NVDA7.3%

3.3%MSFT6.2%

5.4%GOOGL2.6%

4.0%Vnot top 5

not top 5AMZN3.9%

Held in common26.7%

End-of-day Nov 5, 2026 · share of each fund

SEIM vs SPY Returns, Every Period

SEISEIM

+10.7%

past year

SPYSPDR

+9.7%

past year

SEIMSPYFaded: behind in that period

3–0SEIM wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

SEIM vs SPY

YTD

SEISEIM

+10.5%

SPYSPDR

+8.3%

+10.5%Year to date+8.3%

−10.3%Worst drop · 1Y−8.9%

19.5%Volatility · 1Y13.6%

0.6%Yield1.0%

$1.5BAssets$805B

3–1SPY wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SEIM, SPY

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

SEIM0.15%$15

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: SEIM, SPY

1.03%highest, SPY

FundTrailing yieldYield$10k

SPY1.03%$103

SEIM0.63%$63

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$94most kept, SPY

SPY$103 − $9 = $94

SEIM$63 − $15 = $48

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: SEIM, SPY

Today

26.7%most shared, SEIM and SPY

SEIMSPY

SEIM—26.7%

SPY26.7%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+10.7%SEIM, at 19.5% volatility

SPYWorst drop−8.9%13.6% vol

SEIMWorst drop−10.3%19.5% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

SPYSEIM

+8.3%Year to date+10.5%

1.0%Yield0.6%

+9.7%Past year+10.7%

0.09%Fee0.15%

2–2level

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026